KDK Institutional Ownership
Kodiak AI, Inc. Common Stock
1W: -13.3%
1M: -57.2%
3M: -74.7%
YTD: -88.5%
$1.12
+0.08 (+7.69%)
After Hours: $1.16 (+0.04, +3.57%)
Weekly Expected Move ±13.0%
$1
$1
$1
$1
$1
Credit Risk of going bust: higher than 83% of companies Debt: 18.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the second-riskiest tenth, about 1 in 87 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.05 (down 96%), Kodiak AI, Inc. Common Stock would be worth roughly what it owes.
Total debt $47.8M against a stock market value of $208.6M.
Distance to default 2.35 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $29.6M (short-term plus half of long-term), stock volatility 88.1%; Altman Z'' -21.49. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.05 (down 96%), Kodiak AI, Inc. Common Stock would be worth roughly what it owes.
Total debt $47.8M against a stock market value of $208.6M.
Distance to default 2.35 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $29.6M (short-term plus half of long-term), stock volatility 88.1%; Altman Z'' -21.49. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — KDK
93
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
$433M
Total Invested
33
New Positions
24
Increased
22
Reduced
11
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | StepStone Group LP NEW | 1,412,928 | $2M | +1,412,928 | — | 1Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 1,286,467 | $1M | +1,286,467 | — | 1Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 190,884 | $214K | +190,884 | — | 1Q | SEC ↗ |
| 4 | MARSHALL WACE, LLP NEW | 107,074 | $120K | +107,074 | — | 1Q | SEC ↗ |
| 5 | HSBC HOLDINGS PLC NEW | 47,852 | $54K | +47,852 | — | 1Q | SEC ↗ |
| 6 | IMC-Chicago, LLC NEW | 37,551 | $42K | +37,551 | — | 1Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC NEW | 25,858 | $29K | +25,858 | — | 1Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC NEW | 21,920 | $25K | +21,920 | — | 1Q | SEC ↗ |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, | 20,188 | $23K | +2,128 | +11.8% | 2Q | SEC ↗ |
| 10 | First Affirmative Financial Network NEW | 14,651 | $16K | +14,651 | — | 1Q | SEC ↗ |
| 11 | Walleye Trading LLC NEW | 12,741 | $14K | +12,741 | — | 1Q | SEC ↗ |
| 12 | Ballew Advisors, Inc NEW | 10,500 | $12K | +10,500 | — | 1Q | SEC ↗ |
| 13 | Vident Advisory, LLC NEW | 10,155 | $11K | +10,155 | — | 1Q | SEC ↗ |
| 14 | DUTCH ASSET Corp NEW | 10,000 | $11K | +10,000 | — | 1Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC | 9,317 | $10K | +663 | +7.7% | 3Q | SEC ↗ |
| 16 | EXCHANGE TRADED CONCEPTS, LLC NEW | 7,046 | $8K | +7,046 | — | 1Q | SEC ↗ |
| 17 | Walleye Capital LLC NEW | 4,705 | $5K | +4,705 | — | 1Q | SEC ↗ |
| 18 | SUMMIT SECURITIES GROUP LLC NEW | 4,326 | $5K | +4,326 | — | 1Q | SEC ↗ |
| 19 | EASTERN BANK NEW | 4,287 | $5K | +4,287 | — | 1Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN NEW | 1,000 | $1K | +1,000 | — | 1Q | SEC ↗ |
| 21 | IFP Advisors, Inc NEW | 140 | $0K | +140 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| StepStone Group LP | 1,412,928 | $2M |
| STATE STREET CORP | 1,286,467 | $1M |
| CITADEL ADVISORS LLC | 190,884 | $214K |
| MARSHALL WACE, LLP | 107,074 | $120K |
| HSBC HOLDINGS PLC | 47,852 | $54K |
| IMC-Chicago, LLC | 37,551 | $42K |
| GOLDMAN SACHS GROUP INC | 25,858 | $29K |
| ENVESTNET ASSET MANAGEMENT INC | 21,920 | $25K |
| First Affirmative Financial Network | 14,651 | $16K |
| Walleye Trading LLC | 12,741 | $14K |
| Ballew Advisors, Inc | 10,500 | $12K |
| Vident Advisory, LLC | 10,155 | $11K |
| DUTCH ASSET Corp | 10,000 | $11K |
| EXCHANGE TRADED CONCEPTS, LLC | 7,046 | $8K |
| Walleye Capital LLC | 4,705 | $5K |
| SUMMIT SECURITIES GROUP LLC | 4,326 | $5K |
| EASTERN BANK | 4,287 | $5K |
| WELLS FARGO & COMPANY/MN | 1,000 | $1K |
| IFP Advisors, Inc | 140 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | +2,128 | +11.8% | 20,188 |
| Farther Finance Advisors, LLC | +663 | +7.7% | 9,317 |
Biggest Decreases (0)
None.